2023 Form 5500 filing — Thales Pension Plan For Certain U.S. Employees
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010101559NAL0011366547001) for Thales Pension Plan For Certain U.S. Employees, reported by Thales Usa, Inc. under EIN 06-0938363 and plan number 001. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010101559NAL0011366547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thales Usa, Inc.
- EIN
- 06-0938363
- Plan number
- 001
- Location
- Arlington, VA
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,181,708
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,181,708
- Employer contributions
- $0
- Total income / additions
- $1,238,210
- Benefits paid
- $873,140
- Administrative expenses
- $162,972
- Total expenses
- $1,036,112
- Net increase / (decrease)
- $202,098
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $52,041 | not reported in the loaded dataset |
| Pickett, Chaney & Mcmullen Llp | NONE | $19,650 | not reported in the loaded dataset |
| Clearstead Advisors LLC | NONE | $16,864 | not reported in the loaded dataset |
| Thompson Hine Llp | NONE | $5,649 | not reported in the loaded dataset |
| Us Bank | NONE | $5,224 | $0 |